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Focused investors/David Abrams

David Abrams - Abrams Capital Management

As of Q2 2026, David Abrams reported 11 long-equity positions worth $5.48B in aggregate.

Copy-investor backtest

Latest quarter
+13.81%
1-year
+10.15%
3-year
+40.27%
5-year
+47.83%
3-year vs S&P 500
-32.79%
5-year vs S&P 500
-26.07%
5-year top 5
+36.63%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 6 of 16 rows. Rows without a quote are marked unavailable.

1WUWESTERN UN CO21.16%-21,608,707$387.01M$17.91No quote
2MSFTMICROSOFT CORP15.11%-4,980,000$276.29M$55.48No quote
3BENFRANKLIN RES INC10.62%New5,275,662$194.25M$36.82No quote
4WFCWELLS FARGO & CO NEW8.23%-2,770,000$150.58M$54.36No quote
5CNLCLECO CORP NEW6.74%Add +96.9%2,362,366$123.34MNo quoteNo quote
6TWCTIME WARNER CABLE INC6.71%New661,000$122.68MNo quoteNo quote
7MTWMANITOWOC INC6.06%Add +44.2%7,225,600$110.91M$15.35No quote
8BNEDBARNES & NOBLE ED INC4.47%Add +15.1%8,220,792$81.8MNo quoteNo quote
9INXNINTERXION HOLDING N.V3.87%-2,347,788$70.79MNo quoteNo quote
10BKSBARNES & NOBLE INC3.53%Add +7.2%7,418,774$64.62MNo quoteNo quote
11VIPVIMPELCOM LTD3.26%Add +78.4%18,200,000$59.7MNo quoteNo quote
12OPBOPUS BK IRVINE CALIF3.23%Reduce -22.2%1,596,395$59.02MNo quoteNo quote
13ENTGLOBAL EAGLE ENTMT INC2.70%-5,000,000$49.35MNo quoteNo quote
14MGIMONEYGRAM INTL INC1.76%-5,130,000$32.17MNo quoteNo quote
15KERXKERYX BIOPHARMACEUTICALS INC1.52%Add +10.0%5,500,000$27.78MNo quoteNo quote
16CCOCLEAR CHANNEL OUTDOOR HLDGS1.03%-3,354,390$18.75M$5.59No quote